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PINNED Gathering Feedback - Bank Account De-activation
We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
PINNED Gathering Feedback - Integrate various Journal Types with AP & AR Ledgers
We’re proposing a major enhancement to journal processing by integrating key journal types - such as accruals, prepayments, deferred income, and deferrals - directly with the AP and AR ledgers, enabling full alignment with customer and supplier ac...

Ideas

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Gathering Feedback - Bank Account De-activation

We’re proposing the ability to deactivate bank accounts within the system, helping finance teams better manage obsolete or inactive accounts without compromising historical data. Currently, all bank accounts remain available for selection in trans...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Open more than one bulk payment for the same bank

Dear Development Team, Would it be possible to have several open bulk payments for the same bank (Purchase Ledger) ? We have several employees that are preparing bulk payments at the same time or sometimes we need to create one bulk payment per cu...
Guest 3 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Amending BI / analysis code

It's very frustrating that we can't correct postings once they are processed. For example if a purchase invoice is incorrectly posted to a BI code it's not possible to change it. It's also not possible to delete it either - only reverse it. These ...
Guest almost 2 years ago in IRIS Ed:gen & iSAMS / iFinance 8 Good Feature

Auto refresh

It would be helpful for a set automatic refresh, so that data is updated on a regular basis without the user having to force a refresh/update.
Guest 11 months ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Data sheet

Magic Booking would let us print a data sheet for a child so our after school club managers could have it on file and get to easy if they needed to contact parents. This data sheet included the child's contact details, dietary needs etc. It would ...
Guest 21 days ago in IRIS School Spider 0

downloadable files to be added to a tab on the page

At the moment, the attachments (PDFs) appear at the bottom of each class page as a list of downloads under “Files to download.” I was wondering if it would be possible to tidy this up by adding a tab or collapsible section at the bottom of the pag...
Guest 23 days ago in IRIS School Spider 0

Restricting suppliers available to raise purchase orders against

It would be good if we could restrict users access to suppliers. For example a user set up to raise purchase orders, could the system give the ability to restrict the suppliers available for them to raise a purchase order against? This could reduc...
Guest about 1 month ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

AP - add [Approval by / with ] column to item invoices dasboard

Currently there is no easy way to see where the invoice is at, with which approver. It would be very useful to add a column to the grid selection which shows the current approver. We currently have to click into each approval status to see who the...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

AP - Purchase orders - Add Field to allow indication of order being placed

In AP, for orders, we need a means to indicate whether or not an order has been placed / actioned, without this re-triggering workflows. This field also needs to be easily visible in the dashboard grid. Otherwise, orders can end up not being place...
Guest 4 months ago in IRIS Ed:gen & iSAMS / iFinance 0 Awaiting Review

Parents reporting absence

Stop parents reporting their child's absence at the weekend and for the week ahead. Please can we make this a daily task on the morning of the illness
Guest 26 days ago in IRIS School Spider 0